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Disclosery

RWR SPDR SERIES TRUST

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ST STR DOW REIT (fund)

252 managers (252 13F filers) reported a position in RWR shares at 2025-03-31, 11,342,514 shares in all. 20 filers opened a position and 27 filers sold out during the quarter.

Managers
252
13F filers
252
New
20
Added
71
Reduced
88
Sold out
27
Shares held by filers
11,342,514

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Kiker Wealth Management, LLC235$23.3K0.02%+22113F-HRTimeline
AE Wealth Management LLC233$23.1K<0.01%-13813F-HRTimeline
Capital Investment Advisory Services, L…229$22.7K<0.01%-11213F-HRTimeline
Woodside Wealth Management LLC213$21.1K0.02%13F-HRTimeline
Costello Asset Management, INC203$20.2K0.01%new13F-HRTimeline
Cranbrook Wealth Management, LLC200$19.8K<0.01%-5613F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC200$19.8K0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.172$17K0.06%013F-HRTimeline
Rialto Wealth Management, LLC167$16.6K0.01%+1713F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.165$16.4K<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC155$15.4K<0.01%013F-HRTimeline
McIlrath & Eck, LLC150$14.9K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.137$13.6K<0.01%-44013F-HRTimeline
MOTCO137$13.6K<0.01%013F-HRTimeline
Headlands Technologies LLC137$13.6K<0.01%-6313F-HRTimeline
Grove Bank & Trust126$12.5K<0.01%013F-HRTimeline
CX Institutional124$12K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB118$11.7K<0.01%013F-HRTimeline
Pflug Koory, LLC117$11.6K0.01%013F-HRTimeline
Larson Financial Group LLC115$11.4K<0.01%+113F-HRTimeline
Jackson Hole Capital Partners, LLC115$11.4K<0.01%013F-HRTimeline
Allworth Financial LP119$11.3K<0.01%+4913F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.108$11K<0.01%-6,22613F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…110$10.9K<0.01%013F-HRTimelineGroup
Aberdeen Wealth Management LLC105$10.4K0.01%013F-HRTimeline
Sandy Spring Bank99$9.81K<0.01%013F-HRTimeline
Financial Perspectives, Inc90$8.92K<0.01%013F-HRTimeline
EPG Wealth Management LLC80$7.98K<0.01%013F-HRTimeline
Copia Wealth Management79$7.83K0.01%013F-HRTimeline
MATHER GROUP, LLC.78$7.73K<0.01%013F-HRTimeline
Crews Bank & Trust75$7.43K<0.01%013F-HRTimeline
FSA Wealth Management LLC64$6.34K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust60$5.95K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC60$5.95K<0.01%+2913F-HRTimeline
AMERIFLEX GROUP, INC.52$5.15K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC44$4.36K<0.01%013F-HRTimeline
Investors Research Corp44$4.36K<0.01%013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…41$3.86K<0.01%new13F-HRTimeline
HOWE & RUSLING INC37$3.67K<0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc32$3.16K<0.01%013F-HRTimeline
Manchester Capital Management LLC30$2.97K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC28$2.78K<0.01%-8013F-HRTimeline
Smartleaf Asset Management LLC21$2.06K<0.01%-5613F-HRTimeline
Quest 10 Wealth Builders, Inc.13$1.29K<0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC10$992<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC7$651<0.01%-113F-HRTimeline
Arax Advisory Partners3$298<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.2$199<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2$198<0.01%013F-HRTimeline
NATIXISin group Natixis Investment Managers1$99<0.01%013F-HR/ATimelineGroup
Raleigh Capital Management Inc.0$9<0.01%-13313F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-26113F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.